Amy Lynn Espelien Balster

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2025 → Present
  Ameriprise Financial Services, Llc
  Columbus, OH
• 02/2018 → 05/2025
  Keller Williams
  Westerville, OH
• 10/2014 → 02/2018
  Coldwell Banker Realty
  Columbus, OH

Other Businesses

Real Estate Ownership; Single Family; 508 Federal Circle, , Delaware, OH, 43015; Investment-Related; 01/27/2022 / Single Family; 135 Hancock Street, , Delaware, OH, 43015; Investment-Related; 10/12/2022. Board of Directors; Westerville Chamber of Commerce; Trustee, Past Chairman of the Board; 99 Commerce Park Dr, , Westerville, OH, 43082; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Volley Boosters at Westerville Central High School; Treasurer; 7118 Mount Royal Ave, , Westerville, OH, 43082; Not Investment-Related; 01/14/2026; 1 to 9 hours per month; 0 during trading hours. Real Estate License; Yes.

Exams

• S66 Uniform Combined State Law Examination
  2025-09-08

Other Names

• Amy Lynn Espelien